Peninsula Wealth, LLC

When it comes to taxes, 2025 won’t bring any huge changes: Most of the tax changes going into effect as the new year dawns amount to adjustments to income or contribution limits. Here are key tax-related dates and data points to have on your radar for the year ahead: https://lnkd.in/e3Wm47xh #financialplanning #taxcalendar #taxes

We all have dreams for retirement — but if you’re like most people, you’re not entirely sure how to make sure they come true. That’s where Peninsula Wealth comes in. We can help you outline your goals and build a plan that makes them a reality. Learn more: https://lnkd.in/gn6Akxwq #retirementplanning #financialplanning #services

For retirement savers, the ringing in of the new year will bring more than the usual inflation adjustments to retirement contributions. The retirement legislation known as Secure 2.0 will also continue to phase in, bringing implications for retirement savers and retirees alike. Here’s a roundup of some of the key retirement-related changes to watch out for in 2025, as well as any planning-related moves to consider. https://lnkd.in/gFnWhBGu #retirement #financialplanning #personalfinance

Happy holidays from the Peninsula Wealth team! We wish you happiness, joy, and financial security through the holidays and beyond! #holidays #financialplanning #teamwork

While portfolio assets are a part of wealth management, your financial plan is much more than just money management. Learn more about how the team at Peninsula Wealth will partner with you to manage every aspect of your financial life and how we approach wealth management: https://lnkd.in/gQerN6uV #financialplanning #registeredfinancialplanner #wealthmanagement

Whatever goals or aspirations you set for yourself in 2025, we have 8 tips/resolutions to get you closer to achieving all of your financial goals. If they are not already on your list, we encourage you to add them! https://lnkd.in/dK7EmHzy #newyears #financialplanning #resolutions

Knowing when to take Social Security is tricky. Before you start taking benefits, learn the rules and your full retirement age. https://lnkd.in/ercCjgzG #socialsecurity #benefits #financialplanning

Personal financial planning isn't just about spreadsheets and savings accounts. It’s also about creating a life where we can find joy, security, and opportunities for growth. Here are five reasons to be thankful this season, all rooted in the principles of sound financial planning. https://loom.ly/zfmeE9s #thankful #thanksgiving #financialplanning #stockmarket #personalfinance

The Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns. Learn more: https://lnkd.in/dJzFm3bC #interestrates #personalfinance #fedrates

The IRS’ interpretation of the 10-year clean-out rule on inherited IRAs can be complicated but for most non-spousal beneficiaries who inherit an IRA after 2019, the IRA funds must be distributed to that beneficiary within 10 years after death. Learn more: https://lnkd.in/gJhKfAPY #IRA #inheritance #personalfinance